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Wealth Designed. Life Defined.

Our financial advisors in Cedar Rapids, Iowa, are proud to help you use a “Wealth Designed. Life Defined.” approach to wealth management. That means we work with you to help you establish clear goals, and help you work toward them.

We are proud to serve western Iowa and beyond with clear financial planning and investment management services.

Our financial advisors offer extensive wealth management, including financial planning, investment management, estate planning, insurance planning, retirement income planning, executive services, and trust services.

WE WANT TO HELP YOU PURSUE YOUR GOALS WHILE WE PROVIDE GUIDANCE.

Financial Planning

Estate Planning

Investment Management

Resources

7 Tips to Help Successfully Transfer Wealth to Your Kids

Seventy percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.
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Estate Planning Simplified

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property – you have an estate.
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The Sustainable Edge

Achieving the “Sustainable Edge” is not solely about creating a business where you can fulfill your passions. It also means having time for the three or four other things in your life you are passionate about. By narrowing your focus to just a few passions, you will enjoy your life more than if you try to pursue twenty passions at once. We will help you do that through the ideas and lessons taught in this book. Order your copy:
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HOW FAR ARE YOU From Being Ready for Retirement?

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Our Advisors

Russ Nieland

CFP®, AIF®

Managing Director, Partner & Wealth Advisor

Charlie Weber

CFP®, CRC®

Managing Partner, Wealth Advisor

KC Pochobradsky

Wealth Advisor

Meet Our Whole Team

Primary Service Areas:
We are proud to serve western Iowa, including Cedar Rapids, North Liberty, Iowa City, Mount Vernon, Ely, Shueyville, Swisher, Vinton, Traer, Center Point, Urbana, Toddville and beyond.